Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Katherine? Claim Your ProfileKatherine Lintz is a financial advisor with Matter Family Office. Katherine has been registered with the state of Missouri since 1995 and has a strong track record of providing financial planning and investment advice to individuals and families. Katherine holds the Certified Financial Planner designation and is a member of the Financial Planning Association. Katherine is an expert in creating and administering LLCs to pool client funds to invest in separately managed investment vehicles. Katherine is a dedicated professional who is committed to helping her clients achieve their financial goals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Create & administer llc's to pool client funds to invest in separately managed investment vehicles.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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MO
01/15/2018 - Present
Matter Family Office (Clayton MO)
Active
Inactive
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